Route 2 FI

I guess the coins I like the most going into the new cycle are these: 1. $HYPE (perps, L1) 2. $TAO (AI, L1) 3. $NEAR (AI, L1, privacy) 4. $LIT (perps, the best bet on perps after HYPE) 5. $PUMP (memecoins, speculation) 6. $ZEC (L1, privacy) 7. $MON (new L1) 8. $MEGA (new L2) New coins good, old coins bad. HYPE, LIT, PUMP, MON, MEGA has never been in a bull. Well, you could argue HYPE launched at the tail of the bull, but not a full cycle. TAO and NEAR are clear tokens in the AI narrative. ZEC is the "VC-privacy coin". But tokens are not stocks, they have no value. Yes, and no. I think this is one of the hardest "dilemmas" of the new cycle. Betting on tokens in 2023 felt like a no-brainer. We all had hopes that our coins would make a comeback at some point. Now, in 2026, with an infinite number of tokens, it's harder than ever to pick something. There is a huge difference between a good product and a good token, and since most tokens are governance tokens, do we really need them? Maybe not, but it remains the main vehicle for speculation. What about BTC, SOL, ETH? BTC should always be a part of a core portfolio, maybe SOL and ETH also, but I think the ones above will outperform compared to them. Anyway, my gut feeling says that there will be something else that takes the spotlight, and that "the new thing" will outperform all of the 8 I listed. These are my thoughts today. Next week or next month I could already have changed my mind, so NFA and do your own research.

@web3_alina 😌😌

@Route2FI only because the dreams got much bigger :)!

We used to chase dreams that actually meant something. Then we fell into the crypto rabbit hole, and now we spend our days on Twitter & staring at charts 24/7.

@Concordium The agentic economy needs accountability, not just intelligence.

Great breakdown from our CEO 👇 The smarter these agents get the more obvious the accountability gap becomes

@CryptoPoseidonn A loyal bagholder 🫡

@Route2FI Ethereum

What is your highest conviction play for the next 6 months?

@HeartCanHodl 🫡

@Route2FI I am here for the comments

@cryptrus We need a DeFi comeback for that

@Route2FI Pendle

I am afraid of ending up as the $XPL bagholders @blancxbt and @avgcryptoguy 🥲

Can someone save my $MEGA long? I don't want to end up as a salty bagholder :(

@cyrille_briere @protocol_fx 👀

@Route2FI Mega needs a @protocol_fx

@degennQuant Nothing besides hyperliquid:native ?

@Route2FI What kind of question is this

@tezukaTez Cards?

@Route2FI TCG

@0xSmerfik No Mega for Smerfik?

@Route2FI $HYPE $BTC

@ika_xbt 💪

@Route2FI zcash

@rektdiomedes Real brother

@Route2FI Bruh these normies be smoking us at this point we need a bull market w haste :)

If you think about it, the main reason why crypto people love spending time on CT is because they don't relate to "normies", and/or just need an escape from being around them all day in their 9-5.

@kyparus What are your thoughts?

@Route2FI the adaptation process is happening right before our eyes

Monad has launched, MegaETH launched today. What interesting launches are we waiting for going forward now? More and more teams I talk to say that they're not considering tokens, and will try to IPO instead. Sometimes I wonder if the golden days of crypto is truly over. We are in a transition phase now for sure. Excited to see what's on the other end.

@Punk9277 interesting. and agree with the token as the bootstrap

when we have - 0 middlemen - new, socially acceptable tokenomics split that's more akin to equities/ipos - solves governance/accountability issues - possibility/precedent for a token->delist->IPO process then pendulum will swing back tokens remain THE best bootstrapping mechanism

@bread_ @nekonya_02 @zayn4pf Based

think it’ll be great for the public to know if MegaETH has any agreement w Binance for this listing, or it’s a unilateral decision by Binance. if there’s an agreement, then lol. if there’s not, then wow. transparency here would be absolutely great thanks @bread_